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Truist Financial
TFC

Overview Fund Activity

729 hedge funds and large institutions have $18.5B invested in Truist Financial in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 286 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+29
Holders Change %
+4.14%
% of All Funds
19.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.49%
New
71
Increased
286
Reduced
249
Closed
34
Calls
$128M
Puts
$75.4M
Net Calls
+$52.3M
Net Calls Change
+$286K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$111M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$89.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$50.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
Boston Partners
Boston Partners
Massachusetts
+$44.3M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$54.3M
2
CC
Carlson Capital
Texas
-$54.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$43.8M
4
Barclays
Barclays
United Kingdom
-$35.2M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
676
Delta Asset Management
Tennessee
$46K -$1.2K -30 -3%
FFC
677
First Financial Corp
Indiana
$45K – – –
SHJ
678
Sharkey, Howes & Javer
Colorado
$42K +$42K +1,053 New
PSI
679
Pinnacle Summer Investments
Virginia
$40K -$4.87M -121,674 -99%
PH
680
Pinnacle Holdings
Oklahoma
$36.3K – – –
SFPIA
681
Stevens First Principles Investment Advisors
California
$36K – – –
WA
682
Waverly Advisors
Alabama
$32K – – –
VIA
683
Vident Investment Advisory
Georgia
$31K +$31K +766 New
ST
684
Smithfield Trust
Pennsylvania
$30K – – –
HCMT
685
Highland Capital Management (Tennessee)
Tennessee
$29K +$29K +730 New
OSNBOA
686
Old Second National Bank of Aurora
Illinois
$28K -$32K -800 -53%
OFS
687
Orrstown Financial Services
Pennsylvania
$28K – – –
MUS
688
Mitsubishi UFJ Securities
Japan
$27K +$1.61K +40 +6%
KT
689
Kanaly Trust
Texas
$26K +$7.7K +194 +42%
KCM
690
Karp Capital Management
California
$24K – – –
VIA
691
Vantage Investment Advisors
Pennsylvania
$24K +$20K +500 +500%
WA
692
WealthTrust-Arizona
Arizona
$24K +$24K +600 New
CF
693
CenterStar Fund
Illinois
$23K – – –
PFSC
694
Peoples Financial Services Corp
Pennsylvania
$23K – – –
DADC
695
D.A. Davidson & Co
Montana
$21K -$2.76K -75 -12%
WTC
696
WhitTier Trust Company
Nevada
$21K – – –
AWM
697
AllSquare Wealth Management
New York
$21K – – –
GWM
698
Gupta Wealth Management
California
$21K +$11K +275 +110%
GI
699
Gradient Investments
Minnesota
$14K – – –
JAM
700
Jolley Asset Management
North Carolina
$14K – – –
26 27
28
29 30